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About Shepherd Financial

Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management, creating strategies to help our clients grow, protect, and transfer their assets. Our financial wellness programs enable retirement plan participants to prepare and retire on their terms, while our proven process provides consistent engagement, encouragement, and helpful resources to instill confidence and effectively transform financial behavior. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.

While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client and participant we serve.

Our Core Values

• INTEGRITY: We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.
• SERVICE: We regularly and generously share our time, expertise, and money to positively impact the well-being of our clients, community, and one another.
• EMPATHY: We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.
• INNOVATION: We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.
• QUALITY: We provide consistent service and resources, offering unmatched value and accountability to our clients and the financial industry.
• GROWTH: We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.

Position Description

The Marketing & Communications Coordinator is responsible for managing content creation, communications, and day-to-day execution of marketing initiatives across Shepherd Financial. This includes email campaigns, social media, branded materials, and event support, all delivered consistently and in alignment with Shepherd’s brand and messaging.

Core Responsibilities

Content, Social Media, & Communications

• Draft and manage regular external-facing communications, including newsletters, webinar invitations, and other firm-wide messaging
• Manage email marketing campaigns, plus list management and segmentation, through Constant Contact and Redtail
• Develop a structured content and communications calendar
• Draft, design, and schedule compliance-approved social media content
• Manage Shepherd Financial’s social media presence, including engaging with others and amplifying team activity
• Repurpose and adapt existing content across channels (email, social, web) to maximize reach and consistency
• Monitor and respond to messages received through the Shepherd Financial team inbox

Design & Brand Execution

• Create and update branded materials using Canva or Adobe Creative Suite
• Maintain and update website content
• Maintain and update intranet content as needed
• Collaborate with the Director – Marketing & Communications as a creative partner, drafting and designing materials for review and ensuring brand consistency across all deliverables

Operations & Administrative Support

• Support logistics for internal and external events, as needed
• Manage inventory and ordering for printed materials, business cards, signage, swag, etc.
• Support internal engagement efforts, ensuring initiatives are organized and progressing
• Format, brand, and finalize RFP responses prior to submission
• Provide support for award submissions, including drafting or reviewing content
• Partner with the Office Administrator to ensure client gifts go out accurately and on time
• Complete marketing-related tasks for new hires and offboarding employees
• Support special campaign logistics and workflows (e.g. 401(k) day, 403(b) day, etc.)

Position Expectations

• 2-5 years of experience in marketing, communications, or a related field
• Experience within financial services or a related industry strongly preferred
• Strong understanding of marketing fundamentals, including email marketing, social media, and content creation
• Proficiency with Canva required; experience with Adobe Creative Suite (Photoshop, Illustrator, InDesign) a plus
• Experience with marketing platforms such as Constant Contact, Redtail, and/or WordPress preferred
• Strong writing and editing skills, with the ability to write clearly and on brand across different audiences
• Exceptional attention to detail and organizational skills
• Adhere to Shepherd Financial’s Work From Home policy by working in the office four days per week and remotely one day per week, unless otherwise approved
• Compliance with Shepherd Financial’s internal policies
• Begin each business day no later than 8:30 AM

Compensation & Benefits

• Salary plus firm-wide revenue sharing program and discretionary year-end performance bonus
• Incentive-based salary enhancement for referrals of new annualized recurring revenue from either retirement plans or wealth management
• Paid time off (Holidays, PTO, Volunteer days), 401(k) match, and medical, term life, and disability insurance
• Additional benefit options: dental, vision, voluntary life, critical illness and accident, LifeLock
• Financial support for professional accreditation/license fees and continuing education